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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

65 hedge funds and large institutions have $332M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
10
Increased
26
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Archvest Wealth Advisors
California
$7.04M
2
Jane Street
2
Jane Street
New York
$31M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.16M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$3.59M
5
BTI
5
Blue Trust Inc
Georgia
$169M

Top Sellers

1
AWM
1
Act Wealth Management
Texas
$0
2
UBS Group
2
UBS Group
Switzerland
$7.43M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.38M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.36M
5
Wells Fargo
5
Wells Fargo
California
$4.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$47K – – –
HI
52
Harbour Investments
Wisconsin
$40K – – –
S
53
SignatureFD
Georgia
$21K +$21K +895 New
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$18K – – –
BBHC
55
Brown Brothers Harriman & Co
New York
$16K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$8K +$219 +9 +3%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.55K – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$6.5K +$324 +13,304 +5%
MAWCM
59
Mine & Arao Wealth Creation & Management
California
$5K – – –
KFI
60
Key Financial Inc
Pennsylvania
$3K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +128 New
CP
62
Castleview Partners
Texas
$2K -$28.3K -1,459 -93%
TRCT
63
Tower Research Capital (TRC)
New York
$2K -$780 -39 -28%
SIC
64
SJS Investment Consulting
Ohio
$2K +$2K +96 New
AWM
65
Act Wealth Management
Texas
– -$21.6M -857,323 Closed
Citadel Advisors
66
Citadel Advisors
Florida
– -$522K -20,716 Closed
BPA
67
Beacon Pointe Advisors
California
– -$334K -13,137 Closed
NA
68
NewEdge Advisors
Louisiana
– -$311K -12,350 Closed
VIA
69
Vident Investment Advisory
Georgia
– -$276K -11,002 Closed
AWM
70
AE Wealth Management
Kansas
– -$231K -9,172 Closed
HWMA
71
Heritage Wealth Management (Arizona)
Arizona
– -$22.7K -900 Closed
EWA
72
EverSource Wealth Advisors
Alabama
– -$6K -247 Closed
HNB
73
Huntington National Bank
Ohio
– -$4K – –
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